BluInsurance

BluInsurance

BluRoot
InsurLink

InsurLink

Vertafore
+
+

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About

Best CRM software for insurance agents. BluInsurance is one of the best CRM softwares for insurance agents that manages your client database and simplifies the complex operations of your business. BluInsurance allows insurance agents to select appropriate markets and will instantly create concise, personal submissions. Once sent, BluInsurance tracks the progress to keep both the broker and the carrier accountable. BluInsurance captures all online leads from both your website and 3rd-party sites and notifies an appropriate agent to follow up. Once contact is made, agents can send custom online forms to collect the necessary information to write a policy. With BluInsurance’s built-in email and SMS marketing campaigns, it is easy to stay in touch and build relationships with your clients to ensure that you capture the renewal.

About

InsurLink provides clients with self-service digital access, 24/7, to the information they need the most. The end result? Higher client satisfaction, lower E&O risk, and more time to advise clients and grow your business. In this success story, learn how InsurLink helped Amaden Gay Agencies significantly reduce time responding to simple inquiries, increase the security of document sharing practices, and improve the agency-client relationship by offering self-service capabilities. Your clients expect to have their needs met quickly, when and where it is convenient for them. A modern, intuitive client digital experience is key to providing the 24/7, mobile, and secure service clients are looking for—boosting your profitability and client retention. Transform your business with digital technology to satisfy your customers and meet their needs quickly.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance agencies and brokerages in the USA and Canada

Audience

Insurance Agency solution for businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$45 per user per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BluRoot
Founded: 2013
Canada
bluroot.ca/industries/bluinsurance/

Company Information

Vertafore
Founded: 1969
United States
www.vertafore.com/products/insurlink

Alternatives

Alternatives

Verity

Verity

VRC Insurance Systems
Aspire

Aspire

Impowersoft
Go-Insur

Go-Insur

Pancentric Digital
TBW (The Broker's Workstation)

TBW (The Broker's Workstation)

Rival Insurance Technology

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Commercial Insurance Features

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Integrations

Certificial
Gmail
Microsoft Outlook
Zoho CRM

Integrations

Certificial
Gmail
Microsoft Outlook
Zoho CRM
Claim BluInsurance and update features and information
Claim BluInsurance and update features and information
Claim InsurLink and update features and information
Claim InsurLink and update features and information